Robert Caldwell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has previously worked with Dominion Portfolio Management and Stonebridge Investment Advisors. Outside of investment advising, Caldwell is a licensed CPA, an independent insurance agent, a licensed family mediator, and serves as a pastor. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various investment management and financial planning services delivered through independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Kimberly Melton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Stonebridge Investment Advisors, LLC, and Dominion Investor Services, Inc. Outside of advising, she is also active as an agent in the insurance, benefits, and human resources sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options and access to both proprietary and third-party strategies.

Phillip Bryant is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Stonebridge Investment Advisors, Dominion Portfolio Management, Caldwell-Bryant Financial Advisors, and Dominion Investor Services. He serves as chairman of the board of trustees for West Tennessee Healthcare. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, using a variety of portfolio management approaches and platform arrangements tailored to client objectives.